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Hims & Hers Health, Inc.（HIMS）与ROYAL GOLD INC（RGLD）财务数据对比。点击上方公司名可切换其他公司
Hims & Hers Health, Inc.的季度营收约是ROYAL GOLD INC的1.6倍（$617.8M vs $375.3M），ROYAL GOLD INC净利率更高（24.9% vs 3.3%，领先21.6%），ROYAL GOLD INC同比增速更快（85.3% vs 28.4%），过去两年ROYAL GOLD INC的营收复合增速更高（58.8% vs 49.0%）
Hims & Hers Health, Inc.是2017年成立的美国远程医疗企业，面向消费者提供处方药品、非处方药物以及各类个人护理产品，依托线上服务模式为用户打造便捷的健康消费渠道，覆盖日常医疗、个护等多场景需求。
Royal Gold Inc.是全球领先的贵金属流权与特许权经营企业，收购并管理多元化的矿业项目流权、净熔炼收益特许权及相关权益，资产覆盖黄金、白银、铜等品类，业务遍及多地区，无需直接承担采矿运营风险。
HIMS vs RGLD — 直观对比
营收规模更大
HIMS
是对方的1.6倍
$375.3M
营收增速更快
RGLD
高出56.9%
28.4%
净利率更高
RGLD
高出21.6%
3.3%
两年增速更快
RGLD
近两年复合增速
49.0%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $617.8M | $375.3M |
| 净利润 | $20.6M | $93.6M |
| 毛利率 | 71.9% | 64.6% |
| 营业利润率 | 1.5% | 56.2% |
| 净利率 | 3.3% | 24.9% |
| 营收同比 | 28.4% | 85.3% |
| 净利润同比 | -20.8% | -12.8% |
| 每股收益（稀释后） | $0.08 | $1.04 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收HIMSRGLD
| Q4 25 | $617.8M | $375.3M | ||
| Q3 25 | $599.0M | $252.1M | ||
| Q2 25 | $544.8M | $209.6M | ||
| Q1 25 | $586.0M | $193.4M | ||
| Q4 24 | $481.1M | $202.6M | ||
| Q3 24 | $401.6M | $193.8M | ||
| Q2 24 | $315.6M | $174.1M | ||
| Q1 24 | $278.2M | $148.9M |
净利润HIMSRGLD
| Q4 25 | $20.6M | $93.6M | ||
| Q3 25 | $15.8M | $126.8M | ||
| Q2 25 | $42.5M | $132.3M | ||
| Q1 25 | $49.5M | $113.5M | ||
| Q4 24 | $26.0M | $107.4M | ||
| Q3 24 | $75.6M | $96.2M | ||
| Q2 24 | $13.3M | $81.2M | ||
| Q1 24 | $11.1M | $47.2M |
毛利率HIMSRGLD
| Q4 25 | 71.9% | 64.6% | ||
| Q3 25 | 73.8% | 73.6% | ||
| Q2 25 | 76.4% | 72.6% | ||
| Q1 25 | 73.5% | 69.4% | ||
| Q4 24 | 76.8% | 70.3% | ||
| Q3 24 | 79.2% | 66.6% | ||
| Q2 24 | 81.3% | 64.7% | ||
| Q1 24 | 82.4% | 58.4% |
营业利润率HIMSRGLD
| Q4 25 | 1.5% | 56.2% | ||
| Q3 25 | 2.0% | 64.4% | ||
| Q2 25 | 4.9% | 67.7% | ||
| Q1 25 | 9.9% | 63.6% | ||
| Q4 24 | 3.9% | 65.9% | ||
| Q3 24 | 5.6% | 61.3% | ||
| Q2 24 | 3.5% | 58.6% | ||
| Q1 24 | 3.6% | 50.7% |
净利率HIMSRGLD
| Q4 25 | 3.3% | 24.9% | ||
| Q3 25 | 2.6% | 50.3% | ||
| Q2 25 | 7.8% | 63.1% | ||
| Q1 25 | 8.4% | 58.7% | ||
| Q4 24 | 5.4% | 53.0% | ||
| Q3 24 | 18.8% | 49.7% | ||
| Q2 24 | 4.2% | 46.6% | ||
| Q1 24 | 4.0% | 31.7% |
每股收益（稀释后）HIMSRGLD
| Q4 25 | $0.08 | $1.04 | ||
| Q3 25 | $0.06 | $1.92 | ||
| Q2 25 | $0.17 | $2.01 | ||
| Q1 25 | $0.20 | $1.72 | ||
| Q4 24 | $0.10 | $1.63 | ||
| Q3 24 | $0.32 | $1.46 | ||
| Q2 24 | $0.06 | $1.23 | ||
| Q1 24 | $0.05 | $0.72 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $228.6M | $233.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $540.9M | $7.2B |
| 总资产 | $2.2B | $9.5B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资HIMSRGLD
| Q4 25 | $228.6M | $233.7M | ||
| Q3 25 | $345.8M | $172.8M | ||
| Q2 25 | $1.1B | $248.2M | ||
| Q1 25 | $273.7M | $240.8M | ||
| Q4 24 | $220.6M | $195.5M | ||
| Q3 24 | $165.5M | $127.9M | ||
| Q2 24 | $129.3M | $74.2M | ||
| Q1 24 | $105.2M | $137.9M |
总债务HIMSRGLD
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $0 | ||
| Q2 24 | — | $50.0M | ||
| Q1 24 | — | — |
股东权益HIMSRGLD
| Q4 25 | $540.9M | $7.2B | ||
| Q3 25 | $581.0M | $3.4B | ||
| Q2 25 | $562.7M | $3.3B | ||
| Q1 25 | $549.3M | $3.2B | ||
| Q4 24 | $476.7M | $3.1B | ||
| Q3 24 | $440.1M | $3.0B | ||
| Q2 24 | $362.0M | $3.0B | ||
| Q1 24 | $344.5M | $2.9B |
总资产HIMSRGLD
| Q4 25 | $2.2B | $9.5B | ||
| Q3 25 | $2.2B | $4.5B | ||
| Q2 25 | $1.9B | $3.6B | ||
| Q1 25 | $891.7M | $3.5B | ||
| Q4 24 | $707.5M | $3.4B | ||
| Q3 24 | $602.3M | $3.3B | ||
| Q2 24 | $480.5M | $3.3B | ||
| Q1 24 | $448.1M | $3.3B |
负债/权益比HIMSRGLD
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 0.00× | ||
| Q2 24 | — | 0.02× | ||
| Q1 24 | — | — |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $61.3M | $241.7M |
| 自由现金流经营现金流 - 资本支出 | $-2.5M | — |
| 自由现金流率自由现金流/营收 | -0.4% | — |
| 资本支出强度资本支出/营收 | 10.3% | — |
| 现金转化率经营现金流/净利润 | 2.98× | 2.58× |
| 过去12个月自由现金流最近4个季度 | $57.4M | — |
8季度趋势，按日历期对齐
经营现金流HIMSRGLD
| Q4 25 | $61.3M | $241.7M | ||
| Q3 25 | $148.7M | $174.0M | ||
| Q2 25 | $-19.1M | $152.8M | ||
| Q1 25 | $109.1M | $136.4M | ||
| Q4 24 | $86.4M | $141.1M | ||
| Q3 24 | $85.3M | $136.7M | ||
| Q2 24 | $53.6M | $113.5M | ||
| Q1 24 | $25.8M | $138.3M |
自由现金流HIMSRGLD
| Q4 25 | $-2.5M | — | ||
| Q3 25 | $79.3M | — | ||
| Q2 25 | $-69.5M | — | ||
| Q1 25 | $50.1M | — | ||
| Q4 24 | $59.5M | — | ||
| Q3 24 | $79.4M | — | ||
| Q2 24 | $47.6M | — | ||
| Q1 24 | $11.8M | — |
自由现金流率HIMSRGLD
| Q4 25 | -0.4% | — | ||
| Q3 25 | 13.2% | — | ||
| Q2 25 | -12.8% | — | ||
| Q1 25 | 8.5% | — | ||
| Q4 24 | 12.4% | — | ||
| Q3 24 | 19.8% | — | ||
| Q2 24 | 15.1% | — | ||
| Q1 24 | 4.3% | — |
资本支出强度HIMSRGLD
| Q4 25 | 10.3% | — | ||
| Q3 25 | 11.6% | — | ||
| Q2 25 | 9.3% | — | ||
| Q1 25 | 10.1% | — | ||
| Q4 24 | 5.6% | — | ||
| Q3 24 | 1.5% | — | ||
| Q2 24 | 1.9% | — | ||
| Q1 24 | 5.0% | — |
现金转化率HIMSRGLD
| Q4 25 | 2.98× | 2.58× | ||
| Q3 25 | 9.43× | 1.37× | ||
| Q2 25 | -0.45× | 1.15× | ||
| Q1 25 | 2.20× | 1.20× | ||
| Q4 24 | 3.32× | 1.31× | ||
| Q3 24 | 1.13× | 1.42× | ||
| Q2 24 | 4.03× | 1.40× | ||
| Q1 24 | 2.32× | 2.93× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
HIMS
暂无分部数据
RGLD
| Gold | $216.9M | 58% |
| Pueblo Viejo | $47.3M | 13% |
| Andacollo | $32.6M | 9% |
| Silver | $32.1M | 9% |
| Other | $27.2M | 7% |
| Copper | $13.7M | 4% |
| Cortez Legacy Zone | $5.4M | 1% |
